You keep the storeYou keep login and approved storage. AI only sees a small approved summary — not a copy of the client ledger.
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Professional-grade portfolio tracking, risk analysis, and client reporting. Pick the tier that matches how you use Pocket Portfolio.
You are not tied to a specific broker. Switch brokerages freely; your data history stays here. Cancel anytime.
I use the NPM packages and I support open source technologies.
Unlock the full OHLCV time-series (JSON) and bulk CSV exports blocked on free preview — plus a paid pp_ API key for programmatic access.